“My husband always did our finances , as he was a financial wizard ). Unfortunately he started developing. Dementia a few years ago I had to start learning how to handle our finances and investments before he totally was not going to be able to (. I decided to hire a financial advisor as well. After much research I decided on Stiefel. Boy am I so glad I did! My husband recently passed and my advisor has got my back ). Our investments are doing well and I can sleep at night and not worry. ). They call me periodically to check in. I couldn't be happier ). The office I'm using is up in Chico I live 5 hours away but that has not been an issue ! I have a team working with/ for me )”
Financial Advising
“My husband always did our finances , as he was a financial wizard ). Unfortunately he started developing. Dementia a few years ago I had to start learning how to handle our finances and investments before he totally was not going to be able to (. I decided to hire a financial advisor as well. After much research I decided on Stiefel. Boy am I so glad I did! My husband recently passed and my advisor has got my back ). Our investments are doing well and I can sleep at night and not worry. ). They call me periodically to check in. I couldn't be happier ). The office I'm using is up in Chico I live 5 hours away but that has not been an issue ! I have a team working with/ for me )”